In her new role, Laura Grassi will serve as regional director for qualified plan sales in New York City, Long Island and New Jersey. She will be based in Mahwah, New Jersey, and report to Pete Swisher, senior vice president of national sales at Pentegra.
A 14-year retirement plan industry veteran, Grassi maintains FINRA Series 6 and 63 securities registrations, as well as life licenses in New Jersey, New York, Pennsylvania and Connecticut. She also holds a Chartered Retirement Plans Specialist designation from the College for Financial Planning. She was most recently regional director of sales at Empower Retirement, and before that, a regional vice president at ING Financial Services. Grassi earned her Bachelor of Arts degree from Providence College in Rhode Island.
“We are excited to have Laura on board,” says Swisher. “With extensive knowledge of qualified retirement plan solutions, strong relationships and a solid track record of success, she will be instrumental in working to expand the organization’s scope and reach and develop relationships throughout the New York metropolitan area.”